Our System

Overview

Harbor Flex is 100% web-based, easy to use, flexible, and secure. It can be accessed from anywhere through a standard Internet connection and a web browser. Our portfolio administration system provides an intuitive interface offering unparalleled simplicity, without sacrificing flexibility and advanced features.

100% Web-Based

  • Nothing to install - accessible entirely through a web browser
  • Unlimited simultaneous users at multiple locations
  • Changes are processed in real time and can immediately be viewed by any user

Easy to Get Started and Use

  • Affordable
  • Full support for conversion of existing data
  • Intuitive, fast and easy to navigate
  • Readily accessible executive summaries and drill-down reporting

Flexible

  • Unlimited custom data fields and sections with multiple data types and seamless reporting/security integration
  • Comprehensive reporting tool allows clients to easily create and customize their own reports
  • Convenient data export for offline reporting and analysis
  • Powerful ad hoc searching and reporting capabilities

Secure and Reliable

  • Secured through industry-standard encryption
  • World-class infrastructure and technologies
  • Proactive customer support, unparalleled customer service
  • Client-controlled download of portfolio data and documents as a standard feature